Shannon Ferguson-Podder

Enablement Strategy Director

Greater Philadelphia

About

Financial Services professional with a proven track record of successfully managing teams to execute on multi- business line strategic initiatives. Over 20 years of financial industry experience with a focus on registered investment advisor and broker dealer firms offering portfolio management, separately managed accounts and third party provider solutions.

Experience

  • Envestnet (8 yrs 9 mos)
    • Enablement Strategy Director
      May 2025 - Present · 1 yr 3 mos

    • Director,Product Program Management
      Jan 2022 - May 2025 · 3 yrs 5 mos

    • VP Product Management
      Nov 2017 - Jan 2022 · 4 yrs 3 mos

  • Director, Product Management-Managed Investments at Capital One
    Jun 2016 - Nov 2017 · 1 yr 6 mos

  • Lockwood Advisors, Inc. (King Of Prussia, Pennsylvania)
    • Vice President, Manager of Product Development
      Aug 2011 - Jun 2016 · 4 yrs 11 mos

    • Product Analyst
      Mar 2010 - Aug 2011 · 1 yr 6 mos

    • Assistant Portfolio Manager
      Apr 2007 - Mar 2010 · 3 yrs

  • Supervisor of Trading & Investment Analysis at ADVISORport
    Nov 2004 - Apr 2007 · 2 yrs 6 mos